Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Coeur Mining, Inc. (CDE)
NYSEMaterialsGoldSnapshot 2026-11-04
$14.63+0.34%
Close 2026-11-05 · 1-day change
NYSEMaterialsGoldSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.59 → 1.56 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CDE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capital expenditures up to $337 million in 2026 | Coeur Mining plans to spend up to $337 million on capital projects in 2026. | Intact | Capital expenditures exceed $337 million in FY26 | Capital expenditures: $125.709M FY2026-Q2; GAAP. Published target: <=337 USD_MILLIONS. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026125,709,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, cyclical materials business with a near-term record-production plan. Its long-term thesis is intact, but management execution has been uneven and confidence in the overall evidence is low.
The valuation evidence describes CDE as cheap versus peers, while the priced-in tag says current expectations are justified and fragility is low. The negative expectations gap suggests room for disappointment, and valuation has risen recently, so the cheap-versus-peers label does not remove execution risk.
Near term, management is targeting record 2026 production and financial results, with updated guidance for $2.3 billion in adjusted EBITDA and $1.5 billion in free cash flow. Revenue increased from Q1 to Q2, while adjusted EBITDA was nearly flat; the New Gold integration is adding production but has faced ramp-up delays. The next results carry risk because CDE has missed in recent quarters and operates in a high-miss-rate industry.
The thesis depends on whether the New Gold operations continue to ramp and CDE delivers its updated 2026 guidance. A guidance cut on the next call would be a meaningful negative. Sector support also depends on whether bellwethers NEM, RGLD, and AGI keep reporting strong results and raising guidance.
Over the next 1 to 3 years, CDE combines strong recent financial performance and a supportive sector backdrop with high risk, uneven execution, and a near-term earnings watch. The long-term thesis remains intact, but it hinges on guidance delivery and continued production growth. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend. |
| Intact |
| Dividend falls below $0.02 per share in FY26 |
Dividend per share: $0.02 per share FY2026-Q1; GAAP. Published target: >=0.02 USD_PER_SHARE dividend. Annual target cannot be compared with a quarterly or TTM observation. May 6, 20260.02 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
EPS of at least $0.02 per share in FY26 | It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend. | Intact | EPS falls below $0.02 per share in FY26 | Diluted EPS: $0.11 per share FY2026-Q3; GAAP. Published target: >=0.02 USD_PER_SHARE. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260.11 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Share repurchases of at least $69.7 million in 2026-Q1 | It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend. | Intact | Repurchases fall below $69.7 million in 2026-Q1 | Required source inputs unavailable Cannot calculate Share repurchases from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.00 → $1.56 · observed estimates
$5.56B → $6.01B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.00 | $5,563,266,670 | 9 / 3 |
| 2026-07-25 | $1.92 | $5,356,566,670 | 9 / 3 |
| 2026-07-26 | $1.92 | $5,356,566,670 | 9 / 3 |
| 2026-07-27 | $1.83 | $5,965,239,057 | 5 / 2 |
| 2026-07-28 | $1.83 | $5,965,239,057 | 5 / 2 |
| 2026-07-29 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-07-30 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-07-31 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-08-01 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-08-02 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-08-03 | $1.83 | $5,965,239,057 | 4 / 1 |
| 2026-08-04 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-08-05 | $1.94 | $5,253,850,000 | 8 / 2 |
| 2026-08-06 | $1.93 | $5,253,850,000 | 8 / 2 |
| 2026-08-07 | $1.94 | $5,977,196,200 | 4 / 1 |
| 2026-08-08 | $2.08 | $6,210,500,000 | 8 / 5 |
| 2026-08-09 | $2.08 | $6,210,500,000 | 8 / 5 |
| 2026-08-10 | $2.08 | $6,210,500,000 | 8 / 5 |
| 2026-08-11 | $1.98 | $6,081,916,670 | 9 / 6 |
| 2026-08-12 | $2.06 | $6,080,500,000 | 8 / 5 |
| 2026-08-13 | $1.94 | $5,977,196,200 | 4 / 1 |
| 2026-08-14 | $1.94 | $5,977,196,200 | 4 / 1 |
| 2026-08-15 | $1.94 | $5,977,196,200 | 4 / 2 |
| 2026-08-16 | $1.94 | $5,977,196,200 | 4 / 2 |
| 2026-08-17 | $1.94 | $5,977,196,200 | 4 / 2 |
| 2026-08-18 | $1.94 | $5,977,196,200 | 4 / 2 |
| 2026-08-19 | $1.94 | $5,977,196,200 | 4 / 2 |
| 2026-08-20 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-21 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-22 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-23 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-24 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-25 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-26 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-27 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-28 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-29 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-30 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-08-31 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-01 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-02 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-03 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-04 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-05 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-06 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-07 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-08 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-09 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-10 | $1.57 | $5,936,404,243 | 5 / 3 |
| 2026-09-11 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-12 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-13 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-14 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-15 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-16 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-17 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-18 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-19 | $1.62 | $6,036,761,386 | 5 / 3 |
| 2026-09-20 | $1.60 | $5,929,904,243 | 6 / 4 |
| 2026-09-21 | $1.60 | $5,929,904,243 | 6 / 4 |
| 2026-09-22 | $1.61 | $5,929,904,243 | 6 / 4 |
| 2026-09-23 | $1.63 | $5,982,332,814 | 6 / 4 |
| 2026-09-24 | $1.63 | $5,982,332,814 | 6 / 4 |
| 2026-09-25 | $1.63 | $5,982,332,814 | 5 / 3 |
| 2026-09-26 | $1.63 | $5,982,332,814 | 5 / 3 |
| 2026-09-27 | $1.63 | $5,982,332,814 | 5 / 3 |
| 2026-09-28 | $1.63 | $5,982,332,814 | 5 / 3 |
| 2026-09-29 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-09-30 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-01 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-02 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-03 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-04 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-05 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-06 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-07 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-08 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-09 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-10 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-11 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-12 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-13 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-14 | $1.59 | $5,982,332,814 | 5 / 3 |
| 2026-10-15 | $1.55 | $5,982,332,814 | 5 / 2 |
| 2026-10-16 | $1.55 | $5,982,332,814 | 5 / 2 |
| 2026-10-17 | $1.55 | $5,982,332,814 | 5 / 2 |
| 2026-10-18 | $1.55 | $5,982,332,814 | 4 / 1 |
| 2026-10-19 | $1.55 | $5,982,332,814 | 4 / 1 |
| 2026-10-20 | $1.55 | $5,982,332,814 | 4 / 1 |
| 2026-10-21 | $1.55 | $5,976,591,029 | 4 / 1 |
| 2026-10-22 | $1.55 | $5,976,591,029 | 4 / 1 |
| 2026-10-23 | $1.55 | $6,003,241,700 | 4 / 1 |
| 2026-10-24 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-25 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-26 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-27 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-28 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-29 | $1.56 | $6,003,241,700 | 4 / 1 |
| 2026-10-30 | $1.56 | $6,007,270,271 | 4 / 1 |
| 2026-10-31 | $1.56 | $6,007,270,271 | 4 / 1 |
| 2026-11-01 | $1.56 | $6,007,270,271 | 4 / 1 |
| 2026-11-02 | $1.56 | $6,007,270,271 | 4 / 1 |
| 2026-11-03 | $1.56 | $6,007,270,271 | 4 / 1 |
| 2026-11-04 | $1.56 | $6,007,270,271 | 4 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.